STOCK TITAN

WisdomTree (WT) director receives 5,509 RSUs, lifting holdings to 650,898 shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Bossone Anthony reported acquisition or exercise transactions in this Form 4 filing.

WisdomTree, Inc. director Anthony Bossone received an equity grant of 5,509 restricted stock units (RSUs) of Common Stock. The RSUs were granted at no cash cost to him as director compensation and increase his direct holdings to 650,898 shares. The common stock underlying these RSUs will vest on June 17, 2027, and is payable on a one-for-one basis upon the earlier of a qualifying separation from service or a defined Sale Event under the company’s 2022 Equity Plan, consistent with Section 409A rules.

Positive

  • None.

Negative

  • None.
Insider Bossone Anthony
Role null
Type Security Shares Price Value
Grant/Award Common Stock 5,509 $0.00 --
Holdings After Transaction: Common Stock — 650,898 shares (Direct, null)
Footnotes (1)
  1. [object Object]
RSU grant size 5,509 RSUs Restricted stock units granted to director on June 17, 2026
Post-transaction holdings 650,898 shares Common stock directly owned after the RSU grant
Grant price per share $0.0000 per share Equity award granted at no cash cost to director
Vesting date June 17, 2027 Date when the RSUs vest under the plan
Settlement ratio 1 share per RSU RSUs payable in common stock on a one-for-one basis
Restricted stock units ("RSUs") financial
"Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program"
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
Non-Employee Directors' Deferred Compensation Program financial
"RSUs issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan"
2022 Equity Plan financial
"Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan"
Section 409A regulatory
"as defined in Section 409A of the Internal Revenue Code of 1986, as amended"
Sale Event financial
"upon the earlier of (i) a "separation from service" ... and (ii) a Sale Event (as defined in the 2022 Equity Plan)"
See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Bossone Anthony

(Last)(First)(Middle)
C/O WISDOMTREE, INC.
250 WEST 34TH STREET, 3RD FLOOR

(Street)
NEW YORK NEW YORK 10119

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
WisdomTree, Inc. [ WT ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/17/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock06/17/2026A5,509(1)A$0.0000650,898D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan. In accordance with an election made by the Reporting Person to defer receipt of his annual restricted stock award, the common stock underlying the RSUs will vest on June 17, 2027, and is payable on a one-for-one basis (one share of common stock for each RSU) upon the earlier of (i) a "separation from service" (as defined in Section 409A of the Internal Revenue Code of 1986, as amended (Code)) and (ii) a Sale Event (as defined in the 2022 Equity Plan) so long as such Sale Event also constitutes a "change in the ownership or effective control" or a "change in the ownership of a substantial portion of the assets" of the Issuer (as such terms are defined in Code Section 409A).
/s/ Marci Frankenthaler, Attorney-in-Fact06/18/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did WisdomTree (WT) director Anthony Bossone report in this Form 4 filing?

Anthony Bossone reported receiving 5,509 restricted stock units of WisdomTree common stock as director compensation. These RSUs were granted at no cash cost and increase his direct holdings to 650,898 shares after the award, according to the Form 4 disclosure.

How many WisdomTree (WT) shares does Anthony Bossone hold after this RSU grant?

After the RSU grant, Anthony Bossone directly holds 650,898 shares of WisdomTree common stock. This total includes the effect of the 5,509 restricted stock units awarded in the reported transaction, as shown in the Form 4’s post-transaction ownership figure.

When do Anthony Bossone’s new WisdomTree (WT) RSUs vest and become payable?

The restricted stock units granted to Anthony Bossone vest on June 17, 2027. They are payable on a one-for-one basis in common stock upon the earlier of a qualifying separation from service or a Sale Event that meets specific change-in-control conditions under Section 409A.

What is the nature of the WisdomTree (WT) equity award reported by Anthony Bossone?

The award is a grant of 5,509 restricted stock units issued under WisdomTree’s 2022 Equity Plan and Non-Employee Directors' Deferred Compensation Program. It represents deferred director compensation, not an open-market stock purchase, with settlement in shares upon vesting and triggering events.

How are Anthony Bossone’s WisdomTree (WT) RSUs settled according to the Form 4 footnote?

Each RSU will be settled in one share of WisdomTree common stock. Settlement occurs upon the earlier of a qualifying separation from service or a defined Sale Event that also qualifies as a change in ownership or control under Section 409A of the Internal Revenue Code.